13F 机构持仓

SECURIAN ASSET MANAGEMENT, INC

ST PAUL MN · SEC CIK 0001035350

2026Q22026Q1 更早 9 个季度 🔒
$27.83亿2026Q2 申报市值
926持仓数
36.5%前十大占比 · 第一大 6.0%
19 / 18新建仓 / 清仓
申报市值走势$27.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.0%
IVV 5.2%
NVDA 4.7%
AAPL 4.7%
HDV 3.6%
USMV 2.9%
MSFT 2.8%
AMZN 2.3%
EFAV 2.3%
GOOGL 1.9%

2026Q2 买入最多 按季末市值估算

MRVL 新建仓+$438.98万
CRWD 加仓+$406.97万
VOO 加仓+$203.31万
HONA 新建仓+$177.91万
ROKU 新建仓+$139.74万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$1,923.42万
NVDA 减仓-$316.55万
IVV 减仓-$269.94万
AAPL 减仓-$266.62万
FLEX 减仓-$206.67万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
LAD LITHIA MTRS INC $55.92万0.02%1,668 -100-5.7% -$3.35万 减仓
AVTR AVANTOR INC $55.72万0.02%50,336 620.1% $686 加仓
SNA SNAP ON INC $55.69万0.02%1,355 -100-6.9% -$4.11万 减仓
CART MAPLEBEAR INC $55.59万0.02%12,133 -1,413-10.4% -$6.47万 减仓
PKG PACKAGING CORP AMER $55.52万0.02%2,382 00.0% — 不变
AM ANTERO MIDSTREAM CORP $55.44万0.02%24,540 1310.5% $2,959 加仓
EFX EQUIFAX INC $55.39万0.02%3,128 -100-3.1% -$1.77万 减仓
KNSL KINSALE CAP GROUP INC $55.38万0.02%1,610 00.0% — 不变
HLI HOULIHAN LOKEY INC $55.32万0.02%3,951 00.0% — 不变
FAF FIRST AMERN FINL CORP $54.85万0.02%7,511 00.0% — 不变
TEX TEREX CORP NEW $54.80万0.02%8,380 00.0% — 不变
HR HEALTHCARE RLTY TR $54.48万0.02%25,554 -72-0.3% -$1,535 减仓
CMC COMMERCIAL METALS CO $54.16万0.02%8,155 680.8% $4,516 加仓
AMCR AMCOR PLC $54.09万0.02%12,310 12,310— $54.09万 新建仓
EL LAUDER ESTEE COS INC $54.08万0.02%6,585 -100-1.5% -$8,213 减仓
AMLP ALPS ETF TR $54.03万0.02%10,000 00.0% — 不变
BRO BROWN & BROWN INC $53.98万0.02%7,784 -100-1.3% -$6,935 减仓
GIS GENERAL MILLS INC $53.98万0.02%14,216 -188-1.3% -$7,138 减仓
LSTR LANDSTAR SYS INC $53.82万0.02%2,544 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $53.69万0.02%4,191 00.0% — 不变
VTRS VIATRIS INC $53.51万0.02%30,948 -270-0.9% -$4,668 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $53.36万0.02%6,823 -109-1.6% -$8,524 减仓
ENS ENERSYS $53.19万0.02%2,706 00.0% — 不变
LEA LEAR CORP $52.95万0.02%3,736 00.0% — 不变
IP INTERNATIONAL PAPER CO $52.84万0.02%14,068 -190-1.3% -$7,136 减仓
AMKR AMKOR TECHNOLOGY INC $52.78万0.02%8,385 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $52.70万0.02%2,838 00.0% — 不变
SFM SPROUTS FMRS MKT INC $52.55万0.02%6,935 -160-2.3% -$1.21万 减仓
VLY VALLEY NATL BANCORP $52.54万0.02%35,144 -140-0.4% -$2,093 减仓
EVRG EVERGY INC $52.25万0.02%6,105 -100-1.6% -$8,559 减仓
SLAB SILICON LABORATORIES INC $52.15万0.02%2,398 00.0% — 不变
INCY INCYTE CORP $52.00万0.02%4,435 -100-2.2% -$1.17万 减仓
CRUS CIRRUS LOGIC INC $51.88万0.02%3,760 00.0% — 不变
AVT AVNET INC $51.68万0.02%6,034 00.0% — 不变
NOV NOV INC $51.66万0.02%26,466 -16-0.1% -$312 减仓
LNTH LANTHEUS HLDGS INC $51.65万0.02%4,801 -31-0.6% -$3,335 减仓
HIMS HIMS & HERS HEALTH INC $51.33万0.02%15,629 2751.8% $9,031 加仓
LNT ALLIANT ENERGY CORP $51.24万0.02%6,848 -114-1.6% -$8,529 减仓
L LOEWS CORP $51.19万0.02%4,473 -100-2.2% -$1.14万 减仓
AXTA AXALTA COATING SYS LTD $50.93万0.02%15,749 200.1% $647 加仓
GBCI GLACIER BANCORP INC NEW $50.81万0.02%9,484 00.0% — 不变
CAVA CAVA GROUP INC $50.62万0.02%7,352 00.0% — 不变
AGCO AGCO CORP $50.62万0.02%4,389 00.0% — 不变
FLR FLUOR CORP $50.55万0.02%10,300 -1,580-13.3% -$7.75万 减仓
CROX CROCS INC $50.51万0.02%3,683 00.0% — 不变
FNB F N B CORP $50.30万0.02%26,251 -86-0.3% -$1,648 减仓
ESS ESSEX PPTY TR INC $50.09万0.02%1,710 00.0% — 不变
FTV FORTIVE CORP $50.05万0.02%8,101 -401-4.7% -$2.48万 减仓
ULS UL SOLUTIONS INC $49.97万0.02%5,694 00.0% — 不变
— TAYLOR MORRISON HOME CORP $49.70万0.02%6,890 -232-3.3% -$1.67万 减仓
CHE CHEMED CORP NEW $49.52万0.02%971 -100-9.3% -$5.10万 减仓
IDCC INTERDIGITAL INC $49.33万0.02%1,894 00.0% — 不变
STZ CONSTELLATION BRANDS INC $49.24万0.02%3,706 -100-2.6% -$1.33万 减仓
DD DUPONT DE NEMOURS INC $49.16万0.02%3,634 -7,466-67.3% -$101.01万 减仓
CF CF INDUSTRIES HOLD $49.07万0.02%4,041 -100-2.4% -$1.21万 减仓
ST SENSATA TECHNOLOGIES HLDG PL $48.40万0.02%10,743 50.0% $225 加仓
UBSI UNITED BANKSHARES INC WEST V $48.24万0.02%10,138 -71-0.7% -$3,378 减仓
GPN GLOBAL PMTS INC $48.08万0.02%6,178 -259-4.0% -$2.02万 减仓
ORA ORMAT TECHNOLOGIES INC $47.95万0.02%4,580 1002.2% $1.05万 加仓
EXP EAGLE MATLS INC $47.65万0.02%2,314 00.0% — 不变
BRKR BRUKER CORP $47.60万0.02%8,175 00.0% — 不变
LEN LENNAR CORP $47.53万0.02%5,666 -100-1.7% -$8,389 减仓
INGR INGREDION INC $47.24万0.02%4,606 00.0% — 不变
WY WEYERHAEUSER CO $47.01万0.02%19,196 -305-1.6% -$7,469 减仓
VNO VORNADO RLTY TR $47.00万0.02%11,652 -105-0.9% -$4,236 减仓
HWC HANCOCK WHITNEY CORPORATION $46.96万0.02%5,985 -8-0.1% -$628 减仓
KIM KIMCO REALTY CORP $46.91万0.02%17,959 -328-1.8% -$8,567 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $46.85万0.02%5,142 -146-2.8% -$1.33万 减仓
NVR NVR INC $46.73万0.02%72 -8-10.0% -$5.19万 减仓
GATX GATX CORP $46.37万0.02%2,598 00.0% — 不变
MTDR MATADOR RES CO $46.24万0.02%8,594 811.0% $4,358 加仓
M MACYS INC $46.06万0.02%19,449 -119-0.6% -$2,818 减仓
MTG MGIC INVT CORP WIS $45.96万0.02%15,596 -573-3.5% -$1.69万 减仓
AKAM AKAMAI TECHNOLOGIES INC $45.95万0.02%3,823 00.0% — 不变
CDW CDW CORP $45.66万0.02%3,427 -100-2.8% -$1.33万 减仓
GXO GXO LOGISTICS INCORPORATED $45.62万0.02%8,440 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $45.57万0.02%3,040 -100-3.2% -$1.50万 减仓
GPC GENUINE PARTS CO $45.43万0.02%3,640 -100-2.7% -$1.25万 减仓
MSA MSA SAFETY INC $45.43万0.02%2,656 00.0% — 不变
ESNT ESSENT GROUP LTD $45.34万0.02%6,796 -148-2.1% -$9,873 减仓
FND FLOOR & DECOR HLDGS INC $45.10万0.02%7,942 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $45.04万0.02%8,755 -100-1.1% -$5,145 减仓
CVLT COMMVAULT SYS INC $44.96万0.02%3,042 -163-5.1% -$2.41万 减仓
MP MP MATERIALS CORP $44.91万0.02%9,928 00.0% — 不变
POR PORTLAND GEN ELEC CO $44.74万0.02%8,534 3374.1% $1.77万 加仓
BBY BEST BUY INC $44.52万0.02%5,213 00.0% — 不变
RYN RAYONIER INC $44.48万0.02%20,404 -97-0.5% -$2,115 减仓
BALL BALL CORP $44.37万0.02%7,075 -112-1.6% -$7,024 减仓
KRG KITE REALTY GROUP TRUST $44.36万0.02%14,975 -983-6.2% -$2.91万 减仓
FDXF FEDEX FGHT HLDG CO INC $43.87万0.02%2,881 2,881— $43.87万 新建仓
IEX IDEX CORP $43.84万0.02%1,949 -100-4.9% -$2.25万 减仓
INVH INVITATION HOMES INC $43.74万0.02%14,522 -713-4.7% -$2.15万 减仓
STWD STARWOOD PPTY TR INC $43.67万0.02%25,691 320.1% $544 加仓
SWX SOUTHWEST GAS HLDGS INC $43.59万0.02%4,735 00.0% — 不变
NJR NEW JERSEY RES CORP $43.56万0.02%7,433 00.0% — 不变
LII LENNOX INTL INC $43.51万0.02%800 -100-11.1% -$5.44万 减仓
NEU NEWMARKET CORP $43.36万0.02%563 -21-3.6% -$1.62万 减仓
TSN TYSON FOODS INC $43.30万0.02%7,496 -100-1.3% -$5,777 减仓
SIRI SIRIUSXM HOLDINGS INC $42.66万0.02%13,946 13,946— $42.66万 新建仓
WFRD WEATHERFORD INTL PLC $42.66万0.02%5,286 00.0% — 不变